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PLTY

YieldMax PLTR Option Income Strategy ETF

34 hedge funds and large institutions have $36.1M invested in YieldMax PLTR Option Income Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

21% more funds holding

Funds holding: 2834 (+6)

0.41% less ownership

Funds ownership: 6.82%6.4% (-0.41%)

23% less capital invested

Capital invested by funds: $46.9M → $36.1M (-$10.8M)

25% less call options, than puts

Call options by funds: $3.88M | Put options by funds: $5.19M

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
9
Reduced
7
Closed
10
Calls
$3.88M
Puts
$5.19M
Net Calls
-$1.3M
Net Calls Change
+$974K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$14.9K +$16.9K +289 New
CIAS
27
Capital Investment Advisory Services
North Carolina
$10.3K +$11.7K +200 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$3.61K
Simplex Trading
29
Simplex Trading
Illinois
$1.96K +$2.22K +38 New
Fidelity Investments
30
Fidelity Investments
Massachusetts
$1.65K +$1.87K +32 New
SC
31
Swan Capital
Florida
$1.55K
AUB
32
Atlantic Union Bankshares
Virginia
$258 +$292 +5 New
RFG
33
REAP Financial Group
Texas
$103 +$117 +2 New
Wells Fargo
34
Wells Fargo
California
$88 +$58 +1 +100%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$652K -10,000 Closed
Belvedere Trading
36
Belvedere Trading
Illinois
-$495K -8,495 Closed
XT
37
XTX Topco
Cayman Islands
-$218K -3,336 Closed
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
-$209K -3,205 Closed
TRCT
39
Tower Research Capital (TRC)
New York
-$83.5K -1,280 Closed
TFG
40
Team Financial Group
California
-$24.3K -373 Closed
AAS
41
Ameritas Advisory Services
Nebraska
-$15.7K -241 Closed
SIC
42
Salem Investment Counselors
North Carolina
-$6.53K -100 Closed
AF
43
Allworth Financial
California
-$3.92K -60 Closed
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
-$1.37K -21 Closed

PLTY Hedge Fund Activity: Q4 2025 in Review

34 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in YieldMax PLTR Option Income Strategy ETF (PLTY) for Q4 2025, worth a combined $36.1M — down 23% from $46.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PLTY positions and 10 closed out — a net gain of 6 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.86M. The largest seller was Tidal Investments, cutting an estimated $5.24M.

  • 34 institutional investors held YieldMax PLTR Option Income Strategy ETF (PLTY) as of Q4 2025, up from 28 in Q3 2025.
  • Funds reported $36.1M of YieldMax PLTR Option Income Strategy ETF stock for Q4 2025, down 23% quarter-over-quarter.
  • 16 funds opened new YieldMax PLTR Option Income Strategy ETF positions in Q4 2025 and 10 closed out, a net change of +6 holders.
  • The largest YieldMax PLTR Option Income Strategy ETF buyer in Q4 2025 was Goldman Sachs, an estimated $1.86M added.
  • The largest YieldMax PLTR Option Income Strategy ETF seller in Q4 2025 was Tidal Investments, an estimated $5.24M sold.

Based on aggregated 13F filings for Q4 2025.